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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after hours as investors react to a significant earnings beat and aggressive forward revenue guidance that exceeded analyst expectations. Despite strong fundamentals and a massive backlog, community sentiment remains divided as market participants weigh the company's impressive growth against persistent concerns regarding corporate governance and institutional trust.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is surging after delivering a strong earnings beat, featuring revenue that doubled year-over-year and an expanding backlog now exceeding $100 billion, signaling robust, ongoing demand for AI infrastructure. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, with active debates centered on whether the companys heavy capital expenditure and debt load will successfully scale into long-term profitability or result in future dilution.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors digest a series of positive analyst initiations, including a significant price target, while community members focus on the company's recent expansion of its production footprint and its strategic role in the aerospace and defense sectors. While some traders are expressing concern over recent volatility and potential share lock-up expirations, others remain bullish, viewing the current price action as a buying opportunity based on the company's long-term manufacturing potential and institutional backing.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corporation is trending as investors react to a significant earnings-driven breakout, with community sentiment deeply divided between those betting on an AI-fueled storage rally and short sellers anticipating a classic pump-and-dump reversal. Traders are actively debating whether the stock's recent volatility is a genuine fundamental turnaround or another speculative cycle exacerbated by its name, while many monitor for potential equity offerings and sharp price retracements.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing upcoming earnings and formal guidance as key catalysts for a long-term re-rating.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending as investors react to a major new contract with Siemens Energy for 20 steam turbines to support AI data center power demand. The community is actively debating the stock's significant backlog growth and institutional interest versus concerns regarding heavy short interest and price volatility.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is trending as investors debate the impact of potential new polysilicon tariffs and ongoing volatility surrounding the firm's G2 Austin facility expansion. While some in the community see a deep-value opportunity based on long-term data center energy demand, others are actively questioning management's communication, financing timelines, and recent capital expenditure updates.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently the subject of intense retail investor debate as the stock navigates a volatile corrective phase, with community discussions heavily split between those viewing the pullback as a long-term value buying opportunity and others expressing frustration over recent price action. Market participants are closely monitoring upcoming earnings and technical indicators, while sentiment remains influenced by concerns over consumer spending, broader sector competition, and conflicting analyst sentiment regarding the company's valuation.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is trending as retail traders remain bullish on the company's long-term prospects despite a significant share price decline following a downward revision of annual revenue guidance. The community is actively debating the impact of volatile antimony prices, the need for domestic price floors, and management's execution of critical defense contracts.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors weigh strong double-beat Q2 revenue and a major contract extension with Lockheed Martin against concerns regarding production ramp-up and a lack of increased full-year guidance. While the community is actively debating the stock's valuation relative to space peers like Rocket Lab, traders remain focused on the companys ability to turn recent defense and space awards into sustained long-term profitability.

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Energy Transfer is rallying as investors pile into the stock, driven by its critical role in powering the AI-driven data center boom and its strong cash flow profile. The community is actively discussing the stock's role as an energy backbone for industrial demand, with sentiment bolstered by consistent insider buying, dividend growth, and positive analyst target revisions.

Here's Why Energy Transfer LP (ET) is a Strong Growth Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Energy Transfer Keeps Growing Its Dividend and Offers a 6.7% Yield Worth Considering

Key PointsEnergy Transfer is on a lengthy run of dividend increases...

Sunoco Announces Participation in Upcoming Investor Conferences

Sunoco LP (NYSE: SUN) (Sunoco or the Partnership) and SunocoCorp LLC (NYSE: SUNC) (SUNC) announced today their participation in upcoming investor conferences. Management will participate in meetings with members of the investment community on August 11th at the 2026 Citi Natural Resources...

Can WMB's Momentum Deal Power 11% Growth Through 2030 and Beyond?

Williams' $5.5B Momentum deal deepens Haynesville exposure, adds contracted projects and supports its >11% annual growth target through 2030.

Energy Transfer LP (ET) is a Top-Ranked Value Stock: Should You Buy?

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Sunoco LP to Acquire Offen Petroleum

Sunoco LP (NYSE: SUN) (Sunoco or the Partnership) announced today that it has entered into a definitive agreement whereby Sunoco will acquire Offen Petroleum (Offen) in an all-cash transaction valued at approximately $600 million. Offen operates a fuel distribution network delivering approximately...

Sempra's Q2 Earnings Outpace Estimates, Revenues Fall Y/Y

SRE tops Q2 earnings estimates as utility and infrastructure profits surge, but revenues dip and miss forecasts despite stronger operating cash flow.

Ormat Technologies Q2 Earnings and Revenues Beat Estimates

ORA beats Q2 earnings and revenue estimates, lifts 2026 guidance and posts a 195.1% surge in energy storage sales.

With a Nearly 7% Yield and Soaring Profits, Is Energy Transfer Stock a Buy?

Key PointsEnergy Transfer is seeing strong growth and has a robust growth project pipeline...

Can EPD's Record Q2 Momentum Sustain Earnings Growth Through 2027?

Enterprise Products posts record Q2 volumes and earnings as export demand boosts results, while normalized differentials temper the outlook.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer Rises After Higher Q1 Profit, Co-CEO Says Well Positioned To Manage Oil Production Decline: Retail’s Extremely Bullish

Equity

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.38	--	--	N/A
Q2 '26	$0.38	$0.59	55.34%	BEAT
Q1 '26	$0.40	$0.35	-12.46%	MISSED
Q4 '25	$0.37	$0.25	-32.94%	MISSED
Q3 '25	$0.33	$0.28	-15.99%	MISSED

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